Professional Will Writing Made Easy

Our Solutions to avoid inheritance risks

Other websites will tell you why you need a Will and maybe a Lasting Power of Attorney, but there are far less that explain the bigger picture of good estate planning. The key to success is the reliability of your financial adviser and will-writer, this is our major strength.

 
Here is an overview of what we can do for you…
Glasses and penWills and trusts

Getting a will set up with us is so simple. Whatever your situation, everybody should have one to avoid the law deciding everything for you (under the Administration of Estates Act 1925). Keep it up to date throughout life, make changes to it following key events such as births, marriage, divorce or death of people named in your Will and address these changes or you may just want to reflect new wishes.

 

Don’t waste your time with a DIY will kit or an Internet will, even with the best intention you are likely to get something wrong. Use a professional to ensure the legal formalities are addressed to ensure your will is valid. Whoever you use, make sure they are trained and qualified, like us, why not contact us now?

 

As we get older our needs change, and protecting your assets for your family’s benefit will become more important. You can do this by adding trust clauses in your Wills, so that on first death at least half the estate is safeguarded. We will happily help you chose the right kind of trust for your situation.
 
Write a ‘letter of wishes’ to explain your thoughts and give your executors the guidance they’d be looking for if you didn’t. Store a financial summary of your estate with your Wills to make your executor’s job easier when something does eventually happen to you.
Severance of tenancy
If you include trust clauses in your Wills you will be advised to own your home as tenants in common which will help to protect it from care home fees, and other risks, see the 6 basic problems page.
Living Wills
Also known as an Advanced Medical Directive, certainly a very important document which is effective and binding on the medical authorities based upon case law. You stipulate in advance what type of treatment you do or do not want to receive in the event of being unable to communicate your wishes in the future.
Lasting Power of Attorney
There are two types, one relates to ‘property and affairs’ or the handling of money and the other handles an individual’s ‘personal welfare’ issues. Imagine not being able to manage your finances whether through mental or physical incapacity? Life for those around you will be doubly difficult to help you, so make it easy for them and appoint people now that you trust to act for you should this situation arise. Without this in place, friends and family need to apply to the courts which can be a long drawn out affair, and is a far more expensive process to follow.
Prepaid Funeral plans
Probably not at the top of everyone’s to do list, however taking care of your own funeral arrangements is often a good move because it will remove the responsibility or burden from your friends and family, and you are more likely to get what you wanted. They also save money in the long run.
Safe & Secure Document Storage
Your documents are extremely important, if anything is damaged or defaced for whatever reason, or you decide to change it yourself, you will invalidate it and the Courts could throw it out. Don’t take a chance, store it with us but do tell your executors where the original is.